Taxes

Rather than a traditional reactive CPA firm which takes information and create tax returns / reports, we are proactive in assisting our clients, both business & high net worth individuals in planning for their year end tax returns. Our tax season starts in mid-October when we start meeting with our business & individual clients to take their current year-to-date information, along with their projected 4th quarter information and prepare year end tax planning. During interviews with those clients, we learn of their goals and/or financial needs and implement those alternatives into the tax planning to minimize their tax liabilities. In doing so, our clients have knowledge of what their tax return liabilities will be prior to year end; therefore, there are no surprises when the tax returns are prepared. We share the Company / Individuals goals and are united with the clients in their pursuit of those goals.